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Current Employers
Columbia Management Investment Advisers, Llc

290 Congress Street, Boston, MA 02210 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-10-15
  • MA RA
    APPROVED
    Since 2024-10-15

Branch Locations

Boston, MA • United States

290 Congress Street, Boston, MA 02210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Columbia Management Investment Distributors, Inc. Boston MA 06/2024 Present
John Hancock Boston MA 06/2023 08/2023
Navigant Credit Union Smithfield RI 06/2022 08/2022
Wealthcare Investment Partners Smithfield RI 06/2021 08/2021
Providence College Providence RI 09/2020 06/2024
Secondary Education Marion MA 09/2013 Present
Columbia Management Investment Advisers, Llc Boston MA 10/2024 Present
  • 06/2024 → Present
    Columbia Management Investment Distributors, Inc.
    Boston, MA
  • 06/2023 → 08/2023
    John Hancock
    Boston, MA
  • 06/2022 → 08/2022
    Navigant Credit Union
    Smithfield, RI
  • 06/2021 → 08/2021
    Wealthcare Investment Partners
    Smithfield, RI
  • 09/2020 → 06/2024
    Providence College
    Providence, RI
  • 09/2013 → Present
    Secondary Education
    Marion, MA
  • 10/2024 → Present
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-20
  • S66 Uniform Combined State Law Examination
    2024-09-20

View on SEC IAPD

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